Hi there!
We are slowly testing/deploying Immy. Our CEO wants to have the functionality to lower the amount of on-site visits or being able to deploy Immy straight to remote clients. We want to launch Immy straight from startup (same way we do with USB) but having trouble figuring out best way to do this? Looking to see if this is possible or if there is a good workaround?
Thanks in advance!
We provide a flash drive to every client with their own tenant.
I am looking into the same request from our CEO. We are looking into an imaging service offered by our vendor to install an updated/debloated OS image with an Immy .ppkg pre-applied. This only allows us to deploy a generic onboarding immy instance though, no auto onboarding or pre-set user.
To apply a .ppkg to a .WIM file;
You have to mount the image file first.
I only have our internal imaging go to an onboarding tenant first (with no onboarding).
Then I am using a series of Rewst automations to review our PSA’s project ticketing/configurations to determine what Immy Tenant to move it to and start onboarding.
If you have a tool like that, it could fit in well in your process.
I recently started at an MSP in an automation role and we use Rewst too. How did you set this up? This was actually on my list to setup!
Here is my Documentation of this process. This uses the new computer in onboarding state Immybot trigger in Rewst - This requires that we make a base config in Connectwise PSA with the serial # (which you should be scanning when you receive products, yes?). Then then Immybot Win11 pkg I have puts it into a default onboarding tenant that has 0 deployments.
This workflow automates the onboarding process for new PCs by integrating ConnectWise PSA and ImmyBot. It retrieves configuration information from ConnectWise PSA, matches the device to the appropriate ImmyBot tenant, and initiates the ImmyBot onboarding process. The workflow also handles asset tagging and creates project ticket notes to document the onboarding.
| Integration | Purpose |
|---|---|
| ConnectWise PSA | Retrieve configuration/asset information and create project ticket notes |
| ImmyBot | List tenants, change tenant assignment, add tags, and trigger onboarding |
| Workflows (Subworkflow) | Locate project ticket information |
| Parameter | Description |
|---|---|
id |
The ImmyBot Computer ID of the device to onboard |
serialNumber |
The serial number of the PC to onboard |
| Task | Action | Description |
|---|---|---|
START |
Core: noop | Initializes workflow and publishes serial_number and immy_computer_ID from input parameters |
| Task | Action | Description |
|---|---|---|
Get_Configuration |
ConnectWise PSA: List Configurations | Queries ConnectWise PSA for configuration matching the serial number. Publishes:
|
| Task | Action | Description |
|---|---|---|
immy_bot_list_tenants |
ImmyBot: List Tenants | Retrieves all ImmyBot tenants and uses sophisticated Jinja logic to match the correct tenant based on company and site name from ConnectWise configuration. Publishes immy_tenant_ID |
Change_Immy_Tenant |
ImmyBot: API Request | Moves the computer to the matched ImmyBot tenant via POST to /computers/change-tenant |
| Task | Action | Description |
|---|---|---|
Check_if_asset_tag_exists |
Core: noop | Decision point that checks if CTX.cwm_tag_number exists. Routes to different onboarding paths based on result. |
| Task | Action | Description |
|---|---|---|
Tag_for_Tagged |
ImmyBot: API Request | Adds tag ID 138 to the computer in ImmyBot via POST to /computers/add-tags |
Start_Immy_Onboarding_with_Tag |
ImmyBot: API Request | Initiates ImmyBot onboarding with the asset tag value included in maintenance task parameters via POST to /run-immy-service |
| Task | Action | Description |
|---|---|---|
Start_Immy_Onboarding |
ImmyBot: API Request | Initiates standard ImmyBot onboarding without asset tag via POST to /run-immy-service |
| Task | Action | Description |
|---|---|---|
workflows_amplitel_onboard_pc_via_project_subworkflow_1_project_ticket_location |
Subworkflow | Executes subworkflow to locate the associated project ticket. Publishes result as cwm_matched_project_ticket_info |
connect_wise_psa_create_project_ticket_notes |
ConnectWise PSA: Create Project Ticket Notes | Creates a note on the project ticket documenting: "PC with serial number [serial_number] found in ImmyBot and onboarding started" |
| Task | Action | Description |
|---|---|---|
END |
Core: noop | Workflow completion point (join task) |
START
│
▼
Get_Configuration (ConnectWise PSA)
│
▼
immy_bot_list_tenants (ImmyBot)
│
▼
Change_Immy_Tenant (ImmyBot)
│
▼
Check_if_asset_tag_exists
│
├─── [Asset Tag EXISTS] ──► Tag_for_Tagged ──► Start_Immy_Onboarding_with_Tag ───┐
│ │
└─── [No Asset Tag] ──────► Start_Immy_Onboarding ───────────────────────────────┤
│
▼
Subworkflow: Project Ticket Location
│
▼
Create Project Ticket Notes (ConnectWise PSA)
│
▼
END
| Variable | Source | Description |
|---|---|---|
serial_number |
Input | PC serial number |
immy_computer_ID |
Input | ImmyBot computer identifier |
configinfo |
Get_Configuration | ConnectWise configuration data |
cwm_company_name |
Get_Configuration | Company name from ConnectWise |
cwm_company_id |
Get_Configuration | Company ID from ConnectWise |
cwm_config_id |
Get_Configuration | Configuration ID from ConnectWise |
cwm_tag_number |
Get_Configuration | Asset tag number (if exists) |
immy_tenants |
immy_bot_list_tenants | List of ImmyBot tenants |
immy_tenant_ID |
immy_bot_list_tenants | Matched ImmyBot tenant ID |
cwm_matched_project_ticket_info |
Subworkflow | Project ticket information |
The ImmyBot onboarding is configured with the following settings:
Onboard pc via project - subworkflow 1 - project ticket locationThe workflow includes error handling at key points:
I setup a golden image with each of our vendors, and they apply that before the computers ship to users. have them turn it on and connect to wifi and it’ll run onboarding, and go into a special tenant. it did take me an embarrassingly long time to figure it out, and each vendor has their own tool to capture the image, but it’s saved tons of time.